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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,532 | $227,566-97.6% | $189,558-97.1% | $167,518-96.7% |
| Participation rate | 53.8% | 82.5%-28.7pp | 78.5%-24.6pp | 82.1%-28.3pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,515 | $5,316-71.5% | $4,412-65.7% | $4,838-68.7% |
| Participant deferral / active EE | $2,370 | $7,002-66.1% | $6,174-61.6% | $6,342-62.6% |
| Admin fee / account holder | $392 | $11,881-96.7% | $9,809-96.0% | $12,312-96.8% |